High-Beta Stock Valuation Around Macroeconomic Announcements

Published In

Financial Review

Document Type

Citation

Publication Date

7-23-2024

Abstract

We document a dramatic swing of high-beta stock returns around pre-scheduled macroeconomic announcements—from being negative on the day before, to positive on the day of, and negative again on the day after the announcements. A feasible long-short strategy of betting against beta (BAB) and betting on beta (BOB) yields annualized 25.28% return over the 3-day announcement window. We explore potential explanations based on liquidity, risk, and investor risk appetite. Our results show that changes in liquidity, risk, and investor risk appetite around the announcements at best partially account for variations in high-beta stock returns. The finding of our study highlights the dynamic effect of macroeconomic announcements on asset prices.

Rights

Copyright © 1999-2024 John Wiley & Sons, Inc

DOI

10.1111/fire.12408

Persistent Identifier

https://archives.pdx.edu/ds/psu/42504

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